Experience

Kennedy Investment Group

• United States
• Financial Services
• 1 - 100 Employee

• Executive Vice President

  • Jan 2020 - 4 years

  Financial Advisor, RJFS Kennedy Investment Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Certified Financial Planner Board of Standards… Show more Financial Advisor, RJFS Kennedy Investment Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

• Financial Planner

  • Apr 2018 - Jan 2020



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Advisor

  • May 2013 - Apr 2018

  Greater Pittsburgh Area

• Client Relationship Manager

  • Nov 2011 - May 2013

  Charlotte, North Carolina Area

• Enrollment Consultant

  • Sep 2010 - Nov 2011



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Brokerage Associate

  • Jun 2005 - Sep 2010